Account Executive Southwest

3 days ago

San Diego, California, United States Plaza Home Mortgage Full time
About the Role

Plaza Home Mortgage, Inc. is a leading national lender offering wholesale, correspondent, renovation, and reverse residential mortgages. As an Account Executive, you will play a crucial role in soliciting new business, developing marketing materials, and recommending new brokers to the wholesale manager. Your primary responsibility will be to maintain existing relationships with wholesale broker production sources.

Key Responsibilities
  • Comply with all BSA/AML requirements and mandatory changes.
  • Add value to the broker client base through thorough knowledge of Plaza's products and underwriting guidelines.
  • Answer client questions and respond to loan status inquiries during processing.
  • Provide training on company policies and procedures, as well as current regulatory requirements.
  • Maintain familiarity with applicable state licensing requirements.
  • Commit to visiting accounts daily while working a minimum 40-hour work week.
  • Take applications from wholesale source clients for client approval by Plaza.
  • Assist in the development of new marketing materials and distribute materials to existing and prospective client base.
  • Conduct on-site inspections of client premises and gather all applicable financials, resumes, licenses, and contract documentation for submission to senior management.
  • Maintain contact with client base on a daily basis to solicit new business and request new loan lock-ins.
  • Monitor company's computer-based register on a daily basis for prompt cancellation of dead files and timely delivery of live files.
  • Provide training and conduct informational meetings for the client base.
  • Establish controls to track monthly rates, lock-ins, client contacts, monies due on extended locks, and other information as required.
  • Update lock-in file and purge cancellations and expired locks daily.
  • Update rate line information and fax information to clients at least daily.
Requirements
  • High school diploma or equivalent required; college degree desired.
  • Minimum of five years of experience in loan origination with a track record of success in the mortgage industry.
  • Current producing client base is strongly desired.
  • Must possess solid understanding of wholesale loan origination, underwriting processes and procedures, and mortgage industry standards.
  • Excellent written, verbal, and interpersonal communication skills essential along with strong presentation skills.
  • Professional demeanor to effectively interact with all branch and company personnel as well as brokers.
  • Strong attention to detail with ability to efficiently and consistently produce accurate work and manage time.
  • Solid commitment to customer service with excellent client relations skills.
  • Analytical ability with an aptitude for figures necessary.
  • Proficiency in computer systems including MS Office (Word, Excel, and Outlook) and Internet Browsers.
  • Account Executives who will be driving on company business will be required to maintain a valid driver's license, car insurance, and a clean driving record.
About Plaza Home Mortgage, Inc.

Plaza Home Mortgage, Inc. is an Equal Housing Lender and a registered trademark of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Please find our updated Privacy Policy at: https://www.plazahomemortgage.com/privacypolicy/ Cigna's Transparency in Coverage link for Plaza's careers site: https://www.cigna.com/legal/compliance/machine-readable-files

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